Institutional Ownership Phillips 66 (PSX)
This table provides information about the institutional ownership of Phillips 66 (PSX). We have compiled data on the 1,956 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $37.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
13,048
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.52%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
13,000
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
12,908
shares
|
$1.72 Million
0.93% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
12,902
shares
|
$1.72 Million
0.45% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
12,808
shares
|
$1.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
12,795
shares
|
$1.71 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
12,778
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,754
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Added 22.18%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
12,753
shares
|
$1.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 42.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,673
shares
|
$1.69 Million
0.04% of portfolio
|
Q3 2022
Added 5.3%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,624
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
12,600
shares
|
$1.68 Million
0.37% of portfolio
|
Q3 2021
Added 31.25%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,584
shares
|
$1.68 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
12,566
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,435
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
12,393
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
12,386
shares
|
$1.65 Million
0.09% of portfolio
|
Q3 2024
Reduced 94.16%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
12,373
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,324
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 159.4%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
12,297
shares
|
$1.64 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
12,253
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
12,147
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,012
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
11,895
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 33.07%
|